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1,396 hedge funds and large institutions have $73.1B invested in Boeing in 2015 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 565 increasing their positions, 495 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 63

19% more funds holding in top 10

Funds holding in top 10: 7488 (+14)

14% more repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 495

9% more capital invested

Capital invested by funds: $67.4B → $73.1B (+$5.75B)

5% more funds holding

Funds holding: 1,3241,396 (+72)

0.31% more ownership

Funds ownership: 74.68%74.99% (+0.31%)

32% less call options, than puts

Call options by funds: $1.02B | Put options by funds: $1.49B

Holders
1,396
Holders Change
+72
Holders Change %
+5.44%
% of All Funds
36.61%
Holding in Top 10
88
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+18.92%
% of All Funds
2.31%
New
154
Increased
565
Reduced
495
Closed
63
Calls
$1.02B
Puts
$1.49B
Net Calls
-$471M
Net Calls Change
+$477M
Name Holding Trade Value Shares
Change
Change in
Stake
Westfield Capital Management
476
Westfield Capital Management
Massachusetts
$4.91M +$43.2K +300 +0.9%
RCYC
477
Richard C. Young & Co
Rhode Island
$4.9M +$275K +1,910 +6%
WAM
478
Weatherly Asset Management
California
$4.89M +$761K +5,287 +19%
PFA
479
Paradigm Financial Advisors
Missouri
$4.88M -$6.63K -46 -0.1%
SCA
480
Stonebridge Capital Advisors
Minnesota
$4.87M +$356K +2,474 +8%
RWG
481
Regal Wealth Group
California
$4.83M +$4.81M +33,395 New
CW
482
Cobiz Wealth
Colorado
$4.79M -$370K -2,572 -7%
Connor, Clark & Lunn Investment Management (CC&L)
483
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.79M +$1.83M +12,700 +62%
JSAM
484
J. Safra Asset Management
New York
$4.76M +$4.74M +32,933 New
BIM
485
Bridgecreek Investment Management
Oklahoma
$4.74M +$176K +1,220 +4%
PAM
486
Paradigm Asset Management
New York
$4.7M -$1.08M -7,500 -19%
TIM
487
Thompson Investment Management
Wisconsin
$4.66M -$28.2K -196 -0.6%
SBH
488
Segall Bryant & Hamill
Illinois
$4.64M -$201K -1,394 -4%
PAIM
489
Punch & Associates Investment Management
Minnesota
$4.64M +$526K +3,652 +13%
CWM
490
Confluence Wealth Management
Oregon
$4.64M +$82.2K +571 +2%
SCM
491
Shelton Capital Management
Colorado
$4.62M +$871K +6,050 +23%
CWM
492
Calamos Wealth Management
Illinois
$4.61M +$306K +2,127 +7%
CPS
493
Counsel Portfolio Services
Ontario, Canada
$4.58M
HW
494
Hedeker Wealth
Illinois
$4.55M -$21.6K -150 -0.5%
APFBOT
495
Amica Pension Fund Board of Trustees
Rhode Island
$4.54M
Millennium Management
496
Millennium Management
New York
$4.54M +$4.52M +31,378 New
CCM
497
Chickasaw Capital Management
Tennessee
$4.52M -$12.2K -85 -0.3%
EFS
498
Essex Financial Services
Connecticut
$4.51M -$30.4K -211 -0.7%
GWI
499
Grace & White Inc
New York
$4.48M -$1.47M -10,200 -25%
UAS
500
United Asset Strategies
New York
$4.42M +$96.6K +671 +2%

BA Hedge Fund Activity: Q4 2015 in Review

1,396 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q4 2015, worth a combined $73.1B — up 8.5% from $67.4B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new BA positions and 63 closed out — a net gain of 91 holders — while 565 added to existing stakes and 495 trimmed.

The largest buyer was Capital International Investors, adding an estimated $364M. The largest seller was Capital World Investors, cutting an estimated $439M.

  • 1,396 institutional investors held Boeing (BA) as of Q4 2015, up from 1,324 in Q3 2015.
  • Funds reported $73.1B of Boeing stock for Q4 2015, up 8.5% quarter-over-quarter.
  • 154 funds opened new Boeing positions in Q4 2015 and 63 closed out, a net change of +91 holders.
  • The largest Boeing buyer in Q4 2015 was Capital International Investors, an estimated $364M added.
  • The largest Boeing seller in Q4 2015 was Capital World Investors, an estimated $439M sold.

Based on aggregated 13F filings for Q4 2015.